Proposal Consultant

Fidelity Investments

Merrimack, NH

Full Time

Mid Level

11 days ago

Job Description

About the Role

The Proposal Consultant will develop and produce effective sales materials, primarily Requests for Proposals, in support of Fidelity Workplace Investing's overall business goals. The role involves customizing documents to clearly communicate Fidelity's value proposition to external customers such as employers, plan sponsors, and third-party consultants or advisors. The Proposal Consultant manages proposal requests for complex opportunities, collaborates with internal teams, and leads initiatives to improve processes and efficiencies within the organization.

Key Responsibilities

Develop and produce sales materials, primarily Requests for Proposals, tailored to specific client requirements.
Manage, complete, and produce proposal requests for complex opportunities from internal business partners including Account Executives, Solution Architects, and Senior Management.
Build and maintain strong relationships with internal clients to facilitate effective communication and project management.
Train and mentor new associates and serve as a team leader or coach for others.
Lead initiatives that drive efficiencies and improve processes across the team and broader organization.
Plan, organize, and manage project timelines and deliverables to meet tight deadlines.
Research appropriate project responses using supplied databases and other sources.
Display strong product and technical knowledge within the supported market and Fidelity services.
Manage multiple projects simultaneously, ensuring responses align with questions and leverage learnings from previous efforts.

Requirements

Bachelor's Degree required; preferred degrees in Marketing, English, or Journalism.
Three or more years of financial industry experience and/or proposal management experience.
Strong written and verbal communication skills.
Outstanding organizational and time management skills.
Excellent project management skills with the ability to manage all moving parts and meet deadlines.
Strong interpersonal skills and effective communication with business partners and team members at all levels.
Ability to work independently with minimal supervision.
Experience in developing strategy plans in collaboration with account teams.
Proficiency in researching project responses and managing proposal documents.

Nice to Have

Experience working in a fast-paced environment.
Experience with proposal management tools or databases.
Knowledge of financial services and related regulations.

Qualifications

Bachelor's Degree in Marketing, English, Journalism, or related field.

Benefits & Perks

Most roles at Fidelity are hybrid, requiring onsite work every other week.
Work environment that supports collaboration and professional development.

Working at Fidelity Investments

Fidelity values collaboration, efficiency, and professional growth. The organization emphasizes strong internal relationships, effective communication, and continuous process improvement within a fast-paced environment.

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